Associate Planner - Wellington North
3 weeks ago

Job summary
We are seeking a forward-thinking professional to join our team as a Financial Planner. As a Financial Planner, you will focus on building strong client relationships and delivering expert advice to drive business growth.Responsibilities
- Partnering with clients to understand their life and financial objectives.
- Conducting in-depth financial reviews and fostering long-term connections through ongoing support and guidance.
- Leveraging data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices.
Job description
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